Thomas Dwight Palomares
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Raymond James Financial Services Advisors, Inc.Mar 2026 to now
- Raymond James Financial Services, Inc.Mar 2026 to now
- Edward JonesMar 2019 to Mar 2026
- AXA Advisors, LLCSep 2017 to Feb 2018
- RaytheonJun 2017 to Feb 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Sep 2017
- Wells Fargo Bank, NAFeb 2015 to Sep 2017
- Wells Fargo Advisors, LLCFeb 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6188358
- Firm CRD
- 149018